Bank of New York Mellon Ownership | Who Owns Bank of New York Mellon?

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Bank of New York Mellon Ownership Summary

Bank of New York Mellon is owned by 83.94% institutional investors, 0.48% insiders, and 15.58% retail investors. Vanguard group is the largest institutional shareholder, holding 9.76% of BK shares. Dodge & Cox Stock I is the top mutual fund, with 4.44% of its assets in Bank of New York Mellon shares.

BK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bank of New York Mellon	83.94%	0.48%	15.58%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	71.92M	9.76%	$5.53B
Blackrock funding, inc. /de	65.87M	8.94%	$5.06B
Blackrock	63.91M	8.44%	$3.83B
Dodge & cox	44.70M	6.07%	$3.43B
State street	33.64M	4.57%	$2.58B
Fmr	23.07M	3.13%	$1.77B
Geode capital management	17.67M	2.40%	$1.36B
Artisan partners limited partnership	15.97M	2.17%	$1.23B
Norges bank	14.97M	2.03%	$1.15B
First eagle investment management	14.02M	1.90%	$1.08B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tam capital management	638.20K	17.79%	$49.03M
Lfl advisers	435.84K	13.04%	$33.49M
Biechele royce advisors	337.39K	6.82%	$20.21M
Garland capital management	78.14K	4.92%	$6.00M
Corda investment management, llc.	706.91K	4.34%	$54.31M
Matrix asset advisors inc/ny	489.29K	4.11%	$37.59M
Vivaldi capital management lp	307.40K	4.04%	$26.38M
Matthew goff investment advisor	282.00K	4.03%	$21.67M
Bluemar capital management	32.19K	4.02%	$1.93M
Westchester capital management	183.93K	3.55%	$14.13M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	14.97M	0.15%	14.97M
Fmr	23.07M	0.11%	3.73M
Jpmorgan chase	6.22M	0.04%	2.82M
Ubs group	4.38M	0.06%	2.10M
Raymond james financial	1.18M	0.03%	1.18M

Top Sellers

Holder	Shares	% Assets	Change
Victory capital management	2.53M	0.19%	-4.15M
Dodge & cox	44.70M	2.00%	-3.83M
Davis selected advisers	2.14M	0.95%	-3.23M
Wellington management group llp	345.66K	0.00%	-2.91M
American century companies	4.74M	0.21%	-1.80M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	14.97M	0.15%	14.97M	$1.15B
Raymond james financial	1.18M	0.03%	1.18M	$90.95M
Mondrian investment partners	971.24K	1.38%	971.24K	$83.46M
Susquehanna fundamental investments	533.83K	0.59%	533.83K	$41.01M
Mercer global advisors inc /adv	365.19K	0.07%	365.19K	$28.06M

Sold Out

Holder	Change
Impact partnership wealth	-1.00
Pathway financial advisers	-1.00
Coastline trust	-2.00
Reston wealth management	-4.00
Sugar maple asset management	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	1,412	6.97%	618,284,872	2.71%	83	1.26%	660	17.23%	470	-1.47%
Sep 30, 2024	1,308	2.91%	601,659,357	-4.13%	81	1.16%	559	1.82%	472	6.07%
Jun 30, 2024	1,250	-1.81%	626,262,931	2.64%	82	1.27%	542	-4.07%	437	-3.10%
Mar 31, 2024	1,273	7.25%	610,140,671	-4.90%	80	1.15%	565	6.40%	451	4.88%
Dec 31, 2023	1,187	6.74%	641,594,123	2.61%	83	1.29%	531	15.18%	430	9.97%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	31.88M	4.44%	-1.55M
Vanguard US Total Market Shares ETF	23.39M	3.27%	-283.64K
Vanguard Total Stock Mkt Idx Inv	22.93M	3.19%	79.70K
Vanguard Institutional 500 Index Trust	20.16M	2.81%	134.71K
First Eagle Global A	9.93M	1.38%	-
Fidelity 500 Index	9.11M	1.27%	40.55K
SPDR® S&P 500 ETF	8.93M	1.25%	-254.29K
iShares Core S&P 500 ETF	8.76M	1.22%	25.38K
SPDR® S&P 500® ETF Trust	8.69M	1.21%	-45.58K
SPDR® S&P 500® ETF	8.59M	1.20%	-144.32K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 15, 2024	McCarthy J Kevin	SEVP & General Counsel	Sell	$1.91M
Oct 15, 2024	Smits Hanneke	Sr. Exec. Vice President	Sell	$1.26M
Jul 18, 2024	Smits Hanneke	Sr. Exec. Vice President	Sell	$961.62K
May 08, 2024	Santhanakrishnan Senthilkumar	Senior Exec VP	Sell	$901.77K
May 07, 2024	Kurimsky Kurtis R.	Corporate Controller	Sell	$360.04K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	2
2024 Q3	-	1
2024 Q2	-	4

BK Ownership FAQ

Who Owns Bank of New York Mellon?

Bank of New York Mellon shareholders are primarily institutional investors at 83.94%, followed by 0.48% insiders and 15.58% retail investors. The average institutional ownership in Bank of New York Mellon's industry, Asset Management Stocks, is 33.12%, which Bank of New York Mellon exceeds.

Who owns the most shares of Bank of New York Mellon?

Bank of New York Mellon’s largest shareholders are Vanguard group (71.92M shares, 9.76%), Blackrock funding, inc. /de (65.87M shares, 8.94%), and Blackrock (63.91M shares, 8.44%). Together, they hold 27.15% of Bank of New York Mellon’s total shares outstanding.

Does Blackrock own Bank of New York Mellon?

Yes, BlackRock owns 8.44% of Bank of New York Mellon, totaling 63.91M shares as of Jun 2024. This represents 0.09% of BlackRock's total assets, with a market value of 3.83B$. In the last quarter, BlackRock increased its holdings by 313.12K shares, a 0.49% change.

Who is Bank of New York Mellon’s biggest shareholder by percentage of total assets invested?

Tam capital management is Bank of New York Mellon’s biggest shareholder by percentage of total assets invested, with 17.79% of its assets in 638.2K Bank of New York Mellon shares, valued at 49.03M$.

Who is the top mutual fund holder of Bank of New York Mellon shares?

Dodge & Cox Stock I is the top mutual fund holder of Bank of New York Mellon shares, with 4.44% of its total shares outstanding invested in 31.88M Bank of New York Mellon shares.

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